To add a task to a homelessness activity

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The procedure to add a task to a homelessness activity is as follows:

  1. Navigate to Quick Menu > Homelessness > Configuration > Activity Types. The Homelessness Activity Type Configuration window is displayed.
  2. Expand a custom category heading and select a homelessness activity from the alphabetical list, or type its name into the Search Activity Types field. By default the list is filtered to show Current activities. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Tasks. The Tasks tab is activated.
  4. Click on New Available Task. The New Available Task window is displayed.
  5. Enter a task description into the dynamic search field provided, or click on Show All Tasks to bypass the filtering option. All possible matches are returned in the Available Tasks summary table 2.
  6. Highlight the row matching the desired task definition to be included within the homelessness activity 3.
  7. Choose an Effective from date for this record i.e. the date on which the linked task came into effect for this homelessness activity 4.
  8. Choose an Effective to date if the link needs to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will never expire.
  9. Click on Confirm. The linked task is displayed in the Available Tasks summary table.
  10. Repeat steps 4 through 9 to add further tasks to the homelessness activity.
  11. Click on Save 5.


Note

1 The Search Activity Types field will match against any element of the homelessness activity description.

2 The field will operate as a dynamic search function and match against any element of the task description based on the successive characters entered.

3 Only homelessness task definitions matching the same companies as those linked to the activity type will be displayed.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 To amend the details of a linked task, double-click on the desired row in the Available Tasks summary table and repeat steps 8 and 9; to remove the assigned task, change the Effective to date to be in the past.


See related topics...

Homelessness activity maintenance overview

To create a new homelessness activity

To define the automatic task path for a homelessness activity

To create a new homelessness task definition